+5.6%
VNQ vs GEN
+5.1%
+0.5%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.6% |
| 7D | -1.3% | -1.3% | 0.0% | -1.2% |
| 30D | -2.6% | +6.1% | -8.7% | -3.1% |
| 3M | -2.0% | +27.0% | -29.0% | -3.9% |
| 6M | +4.3% | +43.9% | -39.5% | +1.1% |
| YTD | +9.2% | +13.0% | -3.7% | +11.4% |
| 1Y | +5.6% | +4.0% | +1.6% | +7.9% |
| All | +5.6% | +5.1% | +0.5% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling